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Track Retail Order Status Through Fulfillment
Your retail order will enter several different statuses to let you know where in the process that order is. You can use these statuses to filter orders from the Retail > Purchases by Store, Fulfillment by Store, and All Purchases submodules.
Table of Contents
Purpose
Every retail order has an order status and a payment status. The order status shows where the order is in fulfillment. The payment status shows whether the balance is paid.
Use these statuses to filter orders in Retail > Purchases by Store, Fulfillment by Store, and All Purchases. Not every order type passes through every status.
For outbound order statuses, see Outbound Order Statuses.
Order Statuses
Status | Meaning | What Happens Next |
Created | The order is new and can still be edited. | Add or update order lines. Then fulfill the order in POS, or click Send to Fulfillment or Submit. |
Submitted | The order is in fulfillment. | Allocate packages to every cannabis order line. Orders fulfilled in POS can skip this status. |
Packed | All order lines are allocated. | Check out an in-store or pickup order, or add a delivery order to a delivery route. |
Out for Delivery | The order is on a delivery route that is in transit. Only delivery orders enter this status. | Complete the delivery and record payment, or mark the order Undeliverable. METRC facilities: see Edit a METRC delivery order after it is Out for Delivery. |
Undeliverable | The delivery could not be completed. Only delivery orders enter this status. | Move the order back to Packed before you edit it or add it to another route. |
Cancelled | The order is no longer active. Flourish unassigns any allocated packages. | No further fulfillment occurs. In-store, pickup, and delivery orders can all be cancelled. |
Completed | The order is paid in full. Completed orders cannot be edited. | To correct the sale, void the payment, return and refund items, or mark the purchase cancelled. |
Marking a completed purchase cancelled requires the Cancel completed orders permission. It changes the status only. It does not remove payments, update till records, or change inventory.
Payment Statuses
Status | Meaning | Notes |
Awaiting Payment | No payment is recorded. | The full balance is due. |
Partially Paid | At least one payment is recorded, but a balance remains. | Record the remaining payment to pay the order in full. |
Paid | The full balance is paid. | The order moves to Completed. |
Typical Status Paths
Facility configuration and order type can change the exact sequence.
- In-store order fulfilled in POS: Created → Completed
- Order fulfilled outside POS: Created → Submitted → Packed → Completed
- Delivery order: Created → Submitted → Packed → Out for Delivery → Completed
- Unsuccessful delivery: Out for Delivery → Undeliverable → Packed
- Cancelled open order: Created, Submitted, or Packed → Cancelled
- Cancelled completed purchase: Completed → Cancelled
How did we do?
Create Retail Pick Up Orders
Retail POS Refund a Purchase
